Filed May 18, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,588 | $65,365+104.4% | $92,893+43.8% | $72,985+83.0% |
| Participation rate | 36.1% | 68.3%-32.2pp | 76.0%-39.9pp | 69.5%-33.4pp |
| Annual return | 22.88% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,427 | $2,594-45.0% | $3,653-60.9% | $2,440-41.5% |
| Participant deferral / active EE | $3,157 | $3,128+0.9% | $4,236-25.5% | $3,607-12.5% |
| Admin fee / account holder | $2,008 | $4,251-52.8% | $5,794-65.4% | $5,124-60.8% |